BKLG vs IVV

BKLG vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricBKLGIVVWinner
Expense Ratio0.10%0.03%
AUM$13M$907.0B
Dividend Yield0.00%1.10%
Holdings327508
YTD Return+3.65%+12.28%
1Y Return-+20.94%
3Y Return (annualized)-+21.81%
5Y Return (annualized)-+13.05%
Volatility (annualized)-15.1%
Max Drawdown-5.7%-56.5%
Fund FamilyBNY Mellon Investment ManagementiShares by BlackRock (US)
CategoryEquityEquity
InceptionJun 22, 2026May 15, 2000

BKLG vs IVV Performance

BNY Mellon US Large Cap Equity Growth ETF (BKLG) is a ETF from BNY Mellon Investment Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, BKLG is up 3.65% versus a gain of 12.28% for IVV.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -5.7% for BKLG and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

BKLG charges 0.10% per year while IVV charges 0.03%. On a $10,000 position that is $10 vs $3 annually, a gap of $7 per year that compounds over a long holding period. On income, BKLG currently yields 0.00% against 1.10% for IVV.

Holdings Overlap

72.1%overlap

BKLG and IVV share 256 holdings out of 576 unique holdings combined, representing a 72.1% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in BKLGWeight in IVVDifference
AAPL10.88%7.44%3.44%
NVDA10.36%7.76%2.60%
MSFT6.44%4.57%1.87%
AMZNProProPro
GOOGLProProPro
AVGOProProPro
GOOGProProPro
METAProProPro
TSLAProProPro
MUProProPro
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Frequently Asked Questions

Which is cheaper, BKLG or IVV?

BKLG has an expense ratio of 0.10% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $7 per year of difference.

What is the holdings overlap between BKLG and IVV?

BKLG and IVV share 256 common holdings with a 72.1% weight overlap. Combined, they hold 576 unique securities.

Which pays a higher dividend, BKLG or IVV?

BKLG yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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